See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,442 | $47,977-24.0% | $154,107-76.4% | $56,287-35.3% |
| Participation rate | 26.6% | 66.2%-39.6pp | 83.0%-56.4pp | 69.9%-43.2pp |
| Annual return | -1.20% | 3.54%-4.7pp | 735.12%-736.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $649 | $2,169-70.1% | $5,298-87.7% | $2,111-69.2% |
| Participant deferral / active EE | $1,149 | $2,392-52.0% | $5,081-77.4% | $3,350-65.7% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |